Enable Planning in Calendar Periods for Expenses

In Resource Planning Settings, use the options on the Plan Settings form to allow expense planning in calendar periods.

The Allow Expense Planning in Calendar Periods option is only available if the Resource Planning module is activated.

If you set up multiple companies in Vantagepoint, the decision to enable planning for expenses in calendar periods is made separately for each company.

To enable the company to plan for expenses in calendar periods:

1. In the Navigation pane, select Settings > Resource Planning > Plan Settings.
2. On the Plan Settings form, set the Enable Expense Planning option to Yes.
   displays.
3. Set the Allow Expense Planning in Calendar Periods option to Yes.
4. To automatically enable expense planning in calendar periods for each new project, set the Use Calendar Periods for Expense Planning option to Yes in the Default Plan Settings When Creating a New Project section.
   If your role has access rights to enable or disable planning in calendar periods for individual plans, use the Plan in Calendar Periods checkbox on the Expenses tab of the Plan Settings dialog box in Hubs > Projects > Plan. Vantagepoint does not remove any existing plan or baseline data and will restore previously planned values in calendar periods when you re-enable settings.